Civic Intelligence

Source Advantage Ltd

Plan context: Source Advantage Ltd 401(K) Profit Sharing Plan & Trust

EIN 31-1708056 • Loveland, OH • 17 filings • 4 plans

107 Northeast DrLoveland, OH 45140-7145
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,562,516

2024 Contributions

$115,263

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,562,516$1,281,258$0200820162024YearValue
$2,562,516Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

25130200820162024YearValue
18Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024118$2,562,516$115,263$6,404iApproximate average salary by contribution assumption: employee only about $160,088 at 4% or $106,725 at 6%; with 50% employer match about $106,725 at 4% or $71,150 at 6%; with 100% employer match about $80,044 at 4% or $53,363 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-18$2,562,516$115,263$6,404iApproximate average salary by contribution assumption: employee only about $160,088 at 4% or $106,725 at 6%; with 50% employer match about $106,725 at 4% or $71,150 at 6%; with 100% employer match about $80,044 at 4% or $53,363 at 6%.
2023120$2,263,166$127,029$6,351iApproximate average salary by contribution assumption: employee only about $158,786 at 4% or $105,858 at 6%; with 50% employer match about $105,858 at 4% or $70,572 at 6%; with 100% employer match about $79,393 at 4% or $52,929 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-20$2,263,166$127,029$6,351iApproximate average salary by contribution assumption: employee only about $158,786 at 4% or $105,858 at 6%; with 50% employer match about $105,858 at 4% or $70,572 at 6%; with 100% employer match about $79,393 at 4% or $52,929 at 6%.
2022117$1,771,812$144,528$8,502iApproximate average salary by contribution assumption: employee only about $212,541 at 4% or $141,694 at 6%; with 50% employer match about $141,694 at 4% or $94,463 at 6%; with 100% employer match about $106,271 at 4% or $70,847 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-17$1,771,812$144,528$8,502iApproximate average salary by contribution assumption: employee only about $212,541 at 4% or $141,694 at 6%; with 50% employer match about $141,694 at 4% or $94,463 at 6%; with 100% employer match about $106,271 at 4% or $70,847 at 6%.
2021119$2,153,594$136,022$7,159iApproximate average salary by contribution assumption: employee only about $178,976 at 4% or $119,318 at 6%; with 50% employer match about $119,318 at 4% or $79,545 at 6%; with 100% employer match about $89,488 at 4% or $59,659 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-19$2,153,594$136,022$7,159iApproximate average salary by contribution assumption: employee only about $178,976 at 4% or $119,318 at 6%; with 50% employer match about $119,318 at 4% or $79,545 at 6%; with 100% employer match about $89,488 at 4% or $59,659 at 6%.
2020118$1,940,268$133,816$7,434iApproximate average salary by contribution assumption: employee only about $185,856 at 4% or $123,904 at 6%; with 50% employer match about $123,904 at 4% or $82,602 at 6%; with 100% employer match about $92,928 at 4% or $61,952 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-18$1,940,268$133,816$7,434iApproximate average salary by contribution assumption: employee only about $185,856 at 4% or $123,904 at 6%; with 50% employer match about $123,904 at 4% or $82,602 at 6%; with 100% employer match about $92,928 at 4% or $61,952 at 6%.
2019121$1,691,484$120,200$5,724iApproximate average salary by contribution assumption: employee only about $143,095 at 4% or $95,397 at 6%; with 50% employer match about $95,397 at 4% or $63,598 at 6%; with 100% employer match about $71,548 at 4% or $47,698 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-21$1,691,484$120,200$5,724iApproximate average salary by contribution assumption: employee only about $143,095 at 4% or $95,397 at 6%; with 50% employer match about $95,397 at 4% or $63,598 at 6%; with 100% employer match about $71,548 at 4% or $47,698 at 6%.
2018120$1,302,174$120,129$6,006iApproximate average salary by contribution assumption: employee only about $150,161 at 4% or $100,108 at 6%; with 50% employer match about $100,108 at 4% or $66,738 at 6%; with 100% employer match about $75,081 at 4% or $50,054 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-20$1,302,174$120,129$6,006iApproximate average salary by contribution assumption: employee only about $150,161 at 4% or $100,108 at 6%; with 50% employer match about $100,108 at 4% or $66,738 at 6%; with 100% employer match about $75,081 at 4% or $50,054 at 6%.
2017122$1,278,390$125,109$5,687iApproximate average salary by contribution assumption: employee only about $142,169 at 4% or $94,780 at 6%; with 50% employer match about $94,780 at 4% or $63,186 at 6%; with 100% employer match about $71,085 at 4% or $47,390 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-22$1,278,390$125,109$5,687iApproximate average salary by contribution assumption: employee only about $142,169 at 4% or $94,780 at 6%; with 50% employer match about $94,780 at 4% or $63,186 at 6%; with 100% employer match about $71,085 at 4% or $47,390 at 6%.
2016125$1,275,078$147,808$5,912iApproximate average salary by contribution assumption: employee only about $147,808 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,692 at 6%; with 100% employer match about $73,904 at 4% or $49,269 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-25$1,275,078$147,808$5,912iApproximate average salary by contribution assumption: employee only about $147,808 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,692 at 6%; with 100% employer match about $73,904 at 4% or $49,269 at 6%.
2015124$1,150,505$128,571$5,357iApproximate average salary by contribution assumption: employee only about $133,928 at 4% or $89,285 at 6%; with 50% employer match about $89,285 at 4% or $59,524 at 6%; with 100% employer match about $66,964 at 4% or $44,643 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-24$1,150,505$128,571$5,357iApproximate average salary by contribution assumption: employee only about $133,928 at 4% or $89,285 at 6%; with 50% employer match about $89,285 at 4% or $59,524 at 6%; with 100% employer match about $66,964 at 4% or $44,643 at 6%.
2014125$1,339,515$166,533$6,661iApproximate average salary by contribution assumption: employee only about $166,533 at 4% or $111,022 at 6%; with 50% employer match about $111,022 at 4% or $74,015 at 6%; with 100% employer match about $83,267 at 4% or $55,511 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-25$1,339,515$166,533$6,661iApproximate average salary by contribution assumption: employee only about $166,533 at 4% or $111,022 at 6%; with 50% employer match about $111,022 at 4% or $74,015 at 6%; with 100% employer match about $83,267 at 4% or $55,511 at 6%.
2013124$1,240,976$174,086$7,254iApproximate average salary by contribution assumption: employee only about $181,340 at 4% or $120,893 at 6%; with 50% employer match about $120,893 at 4% or $80,595 at 6%; with 100% employer match about $90,670 at 4% or $60,447 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-24$1,240,976$174,086$7,254iApproximate average salary by contribution assumption: employee only about $181,340 at 4% or $120,893 at 6%; with 50% employer match about $120,893 at 4% or $80,595 at 6%; with 100% employer match about $90,670 at 4% or $60,447 at 6%.
2012123$889,287$205,117$8,918iApproximate average salary by contribution assumption: employee only about $222,953 at 4% or $148,636 at 6%; with 50% employer match about $148,636 at 4% or $99,090 at 6%; with 100% employer match about $111,477 at 4% or $74,318 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-23$889,287$205,117$8,918iApproximate average salary by contribution assumption: employee only about $222,953 at 4% or $148,636 at 6%; with 50% employer match about $148,636 at 4% or $99,090 at 6%; with 100% employer match about $111,477 at 4% or $74,318 at 6%.
2011118$618,507$158,913$8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-18$618,507$158,913$8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%.
2010118$470,783$149,152$8,286iApproximate average salary by contribution assumption: employee only about $207,156 at 4% or $138,104 at 6%; with 50% employer match about $138,104 at 4% or $92,069 at 6%; with 100% employer match about $103,578 at 4% or $69,052 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-18$470,783$149,152$8,286iApproximate average salary by contribution assumption: employee only about $207,156 at 4% or $138,104 at 6%; with 50% employer match about $138,104 at 4% or $92,069 at 6%; with 100% employer match about $103,578 at 4% or $69,052 at 6%.
2009115$289,245$134,674$8,978iApproximate average salary by contribution assumption: employee only about $224,457 at 4% or $149,638 at 6%; with 50% employer match about $149,638 at 4% or $99,759 at 6%; with 100% employer match about $112,228 at 4% or $74,819 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-15$289,245$134,674$8,978iApproximate average salary by contribution assumption: employee only about $224,457 at 4% or $149,638 at 6%; with 50% employer match about $149,638 at 4% or $99,759 at 6%; with 100% employer match about $112,228 at 4% or $74,819 at 6%.
2008121$158,183$221,588$10,552iApproximate average salary by contribution assumption: employee only about $263,795 at 4% or $175,863 at 6%; with 50% employer match about $175,863 at 4% or $117,242 at 6%; with 100% employer match about $131,898 at 4% or $87,932 at 6%.
Source Advantage Ltd 401(K) Profit Sharing Plan & Trust-21$158,183$221,588$10,552iApproximate average salary by contribution assumption: employee only about $263,795 at 4% or $175,863 at 6%; with 50% employer match about $175,863 at 4% or $117,242 at 6%; with 100% employer match about $131,898 at 4% or $87,932 at 6%.